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Why do you want to work with Business Process Flows

Finished Business Process Flow

There are some distinct advantages that Business Process Flows give you when working with model-driven apps. The primary use is that it gives users an easy overview when completing certain steps in a workflow or process that otherwise would be hard to visualize or display. The Business Process Flow makes sure that your process is not only streamlined across your organization. But also ensures that users always know exactly the current step they are at, and you can easily show what is required in order to move to the next step.

One example could be a stage-gate model for a project.

You want to make sure that your users follow the same steps in the process each time. Going through each gate in a specific order, making sure that all necessary fields are filled out in the order needed. All fields could be available on your main form, but not all fields are required at the beginning of a project, or even at the third stage of a project. So guiding users through the steps by using the Business Process Flow, ensures that users only focus on the required steps at any point in the process.

This could of course also be done using field visibility, tab visibility, business rules for making fields required, recommended, etc. And even through scripting. However, those solutions could hinder users in filling out fields beforehand. Even if some information is not needed before a later stage, it could be that the information is available for users at an earlier stage, but just not required.

Using a Business Process Flow solves this by making all fields available on the form, but only making certain fields required at certain points. This is standard, out-of-the-box functionality that comes with the Power Platform, so therefore we should utilize this as much as possible.

It’s also possible to make very complex Business Process Flows that branch into several different conditions, based on your choices throughout the process. I will cover this in a later post. For now I am going to focus on how Business Process Flows work in general, and how the data between the main table and the business process flow is transferred.

So, let’s dive into how they are made

The basic building blocks of a Business Process Flow

When working with creating Business Process Flows we go to the maker portal and through our solution we create a new Business Process Flow.

So let’s say we want to go on a trip. We have a table for logging our trips already. But to make it easier to track each step, we’ll make a Business Process Flow for the entire process as well so its easier to keep track of what’s important for each step.

So I’ll select “New” > “Automation” > “Process” > “Business Process Flow”

Add New Business Process Flow

I’m now prompted to put a name for the process itself and also provide the table which is my basis for the process (in this case its the “Trip” table). Name new Business Process Flow

Now. What does does it create two things. It creates the process, and it creates an additional table that stores all extra data related to the process. Things like the current step of the process, when the process was started, who started it, who changes it, etc.

The table should be added automatically to the solution (it usually just takes a little while. If its not automatically added, we can always do this manually by ourselves. I simply select the process and then select Advanced and “add required objects”. Below are two different ways of accessing this through the menus (either directly from the process itself or from the menu in the ribbon) Add required object 1 Add required object 2

Next up is changing the process. Lets click on the process from our solution overview and start adding new stages.

The process always starts out with a single stage and a single field for the stage. Unlike when you are working with a form, you won’t be able to add new fields to the stage from this view.

There is a lot of different items we can add to the different stages of the business process flow. But let’s start out with the most simple areas. Data Steps and Stages

We add those by going to Add and then selecting either Add stage or Add data step Add stage or step

Data steps

The data steps are simply the fields from your source table that are added to the flow. So this can be anything you want to make sure is filled out correctly for each stage. Even making fields mandatory for a specific stage, instead of making them mandatory for the entire table. Making a column mandatory prevents you from creating a new record without filling out all mandatory fields, whereas using the mandatory data steps can help control the process so you are only required to fill out specific fields to move past a certain stage.

There is a limit of 30 fields that can be added for each stage.

Stages

I’m going to add some stages for my sailing trip. So I’ll select Add Stage and then click on the small plus sign on the right side of the first stage. https://powerappsviking.com/wp-content/uploads/2026/03/Screenshot-2026-03-13-185733.png It’s not possible to add a new stage before the first stage. But stages can be added after or before any of the subsequent stages. Add new stage

We’ll also click on the stage itself and give it a new name in the menu on the left side of the screen under the “properties”. IMPORTANT It’s important to remember to click on “Apply” in the bottom right corner after changing any information, such as the name, details of a data step or a stage. If you don’t click apply each time, the information is not saved and you lose the changes you were trying to make. Click apply to save I have now named my stages, and I have defined some data steps for each stage. Now I can click on “Validate” to make sure there is nothing missing in the BPF. After that I can click on “Update” and make sure my changes are pushed to my app. Update or validate BPF

There is a limit of 30 stages that can be added for a business process flow.

I can now open my app and when I create a new record on the Trip table, the Process Flow shows up like this:

Now we have completed our first initial business process flow and are ready to tackle the more advanced settings, like adding Workflows, conditions, etc. Those will be covered in a separate post. Complete BPF

One response to “Understanding Business Process Flows”

  1. Mirko Peters Avatar

    Great walkthrough—especially for people who are just starting to understand how Business Process Flows actually fit into model-driven apps beyond just being a visual element.

    One thing I think is worth emphasizing even more is that BPFs aren’t just about guiding users—they’re about standardizing behavior without over-restricting flexibility. As you mentioned, making fields required at the table level can be too rigid, while form logic (visibility, business rules, scripting) can become complex and hard to maintain. BPFs hit a really nice middle ground: they guide when something matters, not just if it exists.

    I also really like the point about allowing users to enter data early, even if it’s not required yet. That’s a subtle but important UX advantage. In real-world scenarios, users often have partial information upfront, and forcing strict sequencing can actually slow them down instead of helping them.

    Another angle I’ve seen in projects is how BPFs improve process transparency across teams. It’s not just about the individual user knowing the current stage—it also helps managers, auditors, or other stakeholders quickly understand where something is in a lifecycle without digging through fields or notes.

    That said, I think there’s always a balance to strike. It can be tempting to model everything as a Business Process Flow, but overly complex or heavily branched BPFs can become hard to manage and even confusing for users. Sometimes a simpler flow + good form design is the better choice.

    Overall, this is a great foundation post. Looking forward to the follow-up on branching and more advanced scenarios—that’s where BPFs really start to show both their power and their complexity.

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